证券日报网讯2月26日，东田微（301183）在互动平台回答投资者提问时表示，公司目前整体经营情况 良好。关于提到的订单排产情况，属于公司日常经营信息。具体订单排产至2026年几月份以及是否满 产，涉及未公开的、阶段性的经营细节。根据信息披露公平性原则及相关监管要求，公司不在互动易平 台或其他非指定渠道提前披露此类未经审计的月度或季度经营数据，敬请谅解。最新的经营情况及产能 利用率，建议您查阅公司后续披露的《2026年第一季度报告》及相关公告。 ...

2月26日，东田微涨5%，截至发稿，报165.46元/股，成交6.36亿元，换手率6.70%，总市值132.49亿元。 资料显示，湖北东田微科技股份有限公司位于湖北省当阳市玉泉办事处长坂路南段188号,广东省东莞市 万江街道蚬涌工业路8号，成立日期2009年7月24日，上市日期2022年5月24日，公司主营业务涉及精密 光电薄膜元件研发、生产和销售。主营业务收入构成为：成像类光学元器件66.83%，通信类光学元器 件28.71%，其他收入4.46%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓东田微。长城久恒混合A（200001）四季度减持2.74万股，持有股 数3.06万股，占基金净值比例为3.59%，位居第九大重仓股。根据测算，今日浮盈赚取约24.11万元。 长城久恒混合A（200001）成立日期2003年10月31日，最新规模1.01亿。今年以来收益10.74%，同类排 名2020/8887；近一年收益41.11%，同类排名2119/8134；成立以来收益664.13%。 长城久恒混合A（200001）基金经理为储雯玉。 截至发稿，储雯玉累计任职时间10年295天，现任基金资产总规模1.4 ...

Core Viewpoint - Despite the recent announcement of a 400 million yuan investment project and positive performance forecast by Dongtianwei (301183), the stock price experienced a pullback on February 13, 2026 [1] Fund Flow and Technical Analysis - Fund flow showed divergence: after a net inflow of 27.17 million yuan on February 9, there was a net outflow of 32.26 million yuan on February 13, indicating short-term profit-taking [2] - Technical pressure: the stock price surged by 9.58% to 166.88 yuan on February 9, approaching the upper Bollinger Band resistance at 175.57 yuan, followed by a three-day volatility of 13.51% and a decline in the KDJ indicator's J line from 34.69 to 30.94, suggesting a technical correction after a short-term overbought condition [2] Market Environment - CPO sector showed divergence: while leading companies like Tianfu Communication (300394) reached historical highs on February 9, the average decline in the optical communication and CPO sectors over the past week was between 1.61% and 1.76%, with overall fund outflow suppressing individual stock performance [3] - Pre-holiday risk aversion: A-share trading volume fell to 2.2 trillion yuan before the Spring Festival, with continuous net outflow of financing funds, indicating that high-valuation stocks are more susceptible to liquidity fluctuations in a low-volume trading environment [3] Project Positioning and Planning - The company's 400 million yuan manufacturing headquarters project in South China requires long-term construction (with fixed asset investment accounting for 300 million yuan) and will not contribute directly to performance in the short term; the announcement explicitly states that "project effects are uncertain" [4] - The market may focus more on the progress of the 2025 performance forecast (with a maximum net profit of 110 million yuan) rather than on long-term investments [4] Company Valuation - As of February 13, Dongtianwei's dynamic price-to-earnings ratio (TTM) was 133.5 times, higher than the industry average [5] - Although institutions predict a year-on-year net profit growth rate of 131.10% for 2025, the high valuation requires sustained performance support, and recent fluctuations reflect the market's cautious attitude towards profit realization capabilities [5]

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

长江商报消息 ●长江商报记者 李璟 业绩显著增长，东田微（301183.SZ）加大产业布局。 2月6日晚，东田微发布公告，公司计划在东莞市道滘镇昌平村投资建设"东田微全球研发中心及华南制 造总部项目"，项目投资总额为4亿元。 从研发投入来看，2022年至2024年，东田微的研发费用分别为2629万元、3275万元、3806万元，自上市 以来不断增长。2025年前三季度，公司研发费用为3475万元，研发费率接近6%。 对于本次投资，东田微表示，此项目的建设将有利于建立现代化产业研集群，促进公司中长期战略规划 落地，提高公司综合竞争力，更好满足客户就近配套的需求。 受AI算力需求持续攀升驱动，2025年东田微数通市场高速光模块需求显著增长，带动公司高速光模块 WDM滤光片、光隔离器等通信类光学元器件销售收入快速提升。 根据东田微此前发布的业绩预告，预计公司2025年度归母净利润为9600万元到11000万元，同比增长 71.98%到97.06%。 华南投建项目加大产业布局 公开资料显示，东田微成立于2009年，于2022年5月上市，是湖北宜昌当阳的一家专业从事精密光电薄 膜元件研发、生产和销售的国家级高新技术企业 ...

❹埃芯获批"广东省半导体量检测工程技术研究中心" 近日，广东省科学技术厅公布2025年度广东省工程技术研究中心认定名单。埃芯半导体凭借在半导体量 检测设备领域的持续技术创新与产业贡献，获批组建"广东省半导体量检测工程技术研究中心" 。（爱 集微） 海外要闻 ❶黄仁勋：人工智能领域的资本支出是合理且可持续的 据报道，英伟达CEO黄仁勋表示，尽管存在客户在数据中心方面过度消费的担忧，但其支出水平"是合 理且可持续的"。黄仁勋称，人工智能基础设施的建设工作将持续七到八年，他还表示对AI的需求"简直 太高了"，"AI已变得非常有用且功能强大，其应用的普及程度也变得极高"。（第一财经） ❶东田微：拟投资4亿元建设全球研发中心及华南制造总部项目 2月6日晚，东田微（301183）发布公告称，为完善公司产业布局，满足客户就近配套需求，推动公司中 长期战略规划落地，公司拟与东莞市道滘镇人民政府签订《项目投资协议》，计划在东莞市道滘镇昌平 村投资建设"东田微全球研发中心及华南制造总部项目"，项目投资总额为4亿元，由公司全资子公司广 东东田微智能技术有限公司负责实施建设。（爱集微） ❷沪硅产业：国家大基金拟减持公司不超3%股份 ...

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

Group 1: Company Announcements - Zhenai Meijia (003041.SZ) confirmed it is not involved in artificial intelligence business [1] - Zhongke Information (300678.SZ) participated in preliminary technical exchanges for the Tacheng project but has not signed relevant contracts [1] - Dongtianwei (301183.SZ) plans to establish a global R&D center and manufacturing headquarters in South China [1] - East China Electric (688187.SH) reported a net profit of 4.105 billion yuan for 2025, an increase of 10.88% year-on-year [1] - Jin Di Co., Ltd. (603270.SH) intends to acquire 100% equity of Yuni Precision for 116 million yuan [1] Group 2: Project Investments - Zhenai Meijia (003041.SZ) is not involved in AI business [1] - Dongtianwei (301183.SZ) plans to build a global R&D center and manufacturing headquarters [1] - Huayuan Technology (688239.SH) intends to invest up to 105 million euros in a manufacturing base in Slovakia [1] Group 3: Contracts and Bids - Chuangyuan Technology (000551.SZ) subsidiary pre-won a 94.7672 million yuan project from the State Grid [1] - Dalian Electric Porcelain (002606.SZ) pre-won a 119 million yuan project from the State Grid [1] - Tongda Co., Ltd. (002560.SZ) pre-won a 188 million yuan project from the State Grid [1] Group 4: Share Buybacks and Holdings - Donglai Technology (688129.SH) has cumulatively reduced 1.047 million shares in company buybacks [2] - Hu Silicon Industry (688126.SH) investment fund plans to reduce holdings by no more than 99.1507 million shares [3] - Tian Sheng New Materials (300169.SZ) is under investigation by the Securities Regulatory Commission for suspected information disclosure violations [3]

该项目计划投资金额为4亿元，投资建设东田微全球研发中心及华南制造总部项目，主要从事研发、制 造和销售消费类电子及光通信精密光学元器件。其中固定资产投资（包括建筑物、构筑物及其附属设 施、设备投资和土地价款等）3亿元，总体投资强度不低于每亩1,111万元人民币（按约36亩用地面积折 算，实际以项目最终用地面积的折算数为准）。 格隆汇2月6日丨东田微(301183.SZ)公布，为完善公司产业布局，满足客户就近配套需求，促进公司的 中长期战略规划落地，拟与广东省东莞市道滘镇人民政府签订《项目投资协议》，计划在东莞市道滘镇 昌平村投资建设"东田微全球研发中心及华南制造总部项目"，项目投资总额为4亿元（含土地价款，最 终以实际投资金额为准），该项目计划由公司全资子公司广东东田微智能技术有限公司负责实施建设。 ...

Company Announcements - Tongde Chemical's assets in Beijing have been frozen due to a financing lease contract dispute with Zhejiang Zhiyin Financial Leasing Co., Ltd. The company is in communication to resolve the issue while maintaining normal operations [3] - Jindi Co. plans to acquire 100% equity of Guangzhou Yuni Precision Co., Ltd. for 116 million yuan, focusing on precision stamping products for automotive applications [4] - XWANDA's subsidiary reached a settlement in a lawsuit involving 2.314 billion yuan, with an expected impact on the company's net profit of 500 million to 800 million yuan for 2025 [5] - Wantong Expressway intends to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway, with construction expected to start in 2026 [6] - ZTE Corporation plans to invest 200 million yuan in the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Fund, which focuses on technology and manufacturing sectors [7] - Fawer Automotive Components has completed the relocation of its Chongqing factory, which will enhance production capacity to 4 million shock absorbers annually [8] - YHLO has been investigated by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations remain normal [9] - Crystal Integrated plans to invest 2 billion yuan to acquire 100% equity of Anhui Jingyi Integrated Circuit Co., Ltd., focusing on advanced semiconductor manufacturing [10] - Dongtian Micro plans to invest 400 million yuan in a global R&D center and manufacturing headquarters in Dongguan [11] Performance Reports - New Hope reported a January sales revenue of 1.628 billion yuan from 1.1218 million pigs, a year-on-year decline of 10.03% [13] - Tianbang Foods achieved a January sales revenue of 674 million yuan from 682,000 pigs, with a year-on-year increase of 9.93% [14] - Guoji General reported a net profit of 58.5157 million yuan for 2025, a year-on-year increase of 45.71% [15] - Zhongtong Bus sold 1,231 vehicles in January, marking a year-on-year growth of 35.72% [16] - Kunming Pharmaceutical Group reported a net profit of 350 million yuan for 2025, a year-on-year decline of 46% [17] - Focus Technology achieved a net profit of 504 million yuan for 2025, a year-on-year increase of 11.73% [18] - China Shipbuilding Special Gas reported a net profit of 347 million yuan for 2025, a year-on-year increase of 12.92% [20] Shareholding Changes - Lushan New Materials' controlling shareholder plans to reduce its stake by up to 3% [22] - Zhongji United's two directors plan to reduce their holdings by up to 0.91% [23] - Dajia Weikang's controlling shareholder plans to reduce its stake by up to 3% [24] - Hu Silicon Industry's National Integrated Circuit Industry Investment Fund plans to reduce its stake by up to 3% [25] Major Contracts - Chuangyuan Technology's subsidiary is a recommended candidate for a National Grid project with a pre-bid amount of 94.7672 million yuan [27]